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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Advisory firms — LLCs, partnerships, and sole proprietors that households typically hire directly.
29,903 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| MINER WEALTH MANAGEMENT CRD 315421 | — | Advisory firm LLC | $36.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY FINANCIAL STRATEGIES, LLC CRD 291644 | — | Advisory firm LLC | $36.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATE INVESTMENT MANAGEMENT, LLC CRD 337862 | Scottsdale, AZ | Advisory firm LLC | $36.8M | 1 advisors | Percentage of AUM | View | |
| VAULT FINANCIAL, LLC CRD 146609 | — | Advisory firm LLC | $36.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRUEPATH FINANCIAL PLANNING CRD 144118 | Albuquerque, NM | Advisory firm LLC | $36.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OMNI WEALTH MANAGEMENT CRD 307591 | — | Advisory firm LLC | $36.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DARK HORSE WEALTH LLC CRD 159999 | Cazenovia, NY | Advisory firm LLC | $36.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IBIS CAPITAL MANAGEMENT, LLC CRD 282069 | Buffalo, NY | Advisory firm LLC | $36.6M | 1 employees | Percentage of AUM; Hourly charges | View | |
| CASSANDRA SMALLEY WEALTH MANAGEMENT CRD 323176 | — | Advisory firm LLC | $36.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GEMCORP CAPITAL ADVISORS LLC CRD 329386 | New York, NY | Advisory firm LLC | $36.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSEMARY FRANK FINANCIAL, LLC CRD 279027 | Brentwood, TN | Advisory firm LLC | $36.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COBB WEALTH MANAGEMENT, LLC CRD 146147 | Kansas City, MO | Advisory firm LLC | $36.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| WHITE PINE FINANCIAL LLC CRD 304042 | — | Advisory firm LLC | $36.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MINDFUL WEALTH CRD 284177 | St.. Louis, MO | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LENAPE INVESTMENTS, LLC CRD 281804 | — | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM | View | |
| SAINT FRANCIS CAPITAL CRD 165376 | Winder, GA | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM | View | |
| BELLWETHER CAPITAL MANAGEMENT LLC CRD 153633 | Fair Oaks, CA | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KEY FOCUS WEALTH LLC CRD 311827 | San Ramon, CA | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NORTH HAVEN FINANCIAL LLC CRD 283057 | — | Advisory firm LLC | $36.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| EUREKA WEALTH MANAGEMENT CRD 288494 | — | Advisory firm Sole prop | $36.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LAKELAND WEALTH MANAGEMENT LLC CRD 173831 | Memphis, TN | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MARGO PARK FINANCIAL CRD 169375 | San Diego, CA | Advisory firm LLC | $36.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MOORE WEALTH PARTNERS, LLC CRD 328027 | Hendersonville, TN | Advisory firm LLC | $36.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MATT MONTGOMERY CRD 114181 | Jacksonville, TX | Advisory firm Sole prop | $36.3M | 1 advisors | Percentage of AUM | View |